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Sysco
SYY

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1226
TCV Trust & Wealth Management
Virginia
$248K – – –
ONST
1227
Old North State Trust
North Carolina
$248K – – –
LNB
1228
Ledyard National Bank
$248K +$303 +4 +0.1%
WF
1229
Williams Financial
Vermont
$248K – – –
CWMA
1230
Capstone Wealth Management (Alabama)
Alabama
$247K +$224K +2,955 New
TCOTS
1231
Trust Company of the South
North Carolina
$247K -$5.91K -78 -3%
JF
1232
Jump Financial
Illinois
$246K -$2.68M -35,398 -92%
WRPWM
1233
Werba Rubin Papier Wealth Management
California
$245K -$51.2K -676 -19%
LP
1234
LMR Partners
United Kingdom
$244K +$221K +2,922 New
PB
1235
Pinnacle Bancorp
Nebraska
$244K – – –
FFN
1236
Focus Financial Network
Minnesota
$243K +$3.25K +43 +1%
JTWM
1237
Jackson Thornton Wealth Management
Alabama
$242K +$219K +2,895 New
SP
1238
Saranac Partners
$242K +$219K +2,890 New
PL
1239
Plancorp LLC
Missouri
$241K -$206K -2,727 -49%
NDSI
1240
Newman Dignan & Sheerar Inc
Rhode Island
$241K – – –
PCA
1241
Peddock Capital Advisors
Massachusetts
$241K – – –
HCM
1242
Howard Capital Management
Georgia
$241K +$218K +2,879 New
CGFA
1243
Colton Groome Financial Advisors
North Carolina
$240K +$76 +1 +0%
HP
1244
Holistic Planning
Texas
$240K +$217K +2,872 New
BWM
1245
Bullock Wealth Management
Indiana
$237K +$215K +2,843 New
OCM
1246
One Capital Management
California
$237K – – –
OFO
1247
OneAscent Family Office
Alabama
$237K +$215K +2,835 New
DE
1248
Diversified Enterprises
Delaware
$237K -$11K -145 -5%
DCM
1249
Dorato Capital Management
Colorado
$237K – – –
FA
1250
FDx Advisors
Illinois
$236K -$91.4K -1,207 -30%
48 49
50
51 52